See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $819,675 | $214,378+282.4% | $200,582+308.6% | $142,382+475.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.36% | 46.41%-38.0pp | 42.33%-34.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $27,500 | $6,841+302.0% | $6,419+328.4% | $4,299+539.7% |
| Participant deferral / active EE | $1,300 | $9,865-86.8% | $9,331-86.1% | $6,507-80.0% |
| Admin fee / account holder | $11,665 | $17,692-34.1% | $16,305-28.5% | $12,624-7.6% |